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EndNote support

Getting started with EndNote

EndNote is a tool that helps you to collect and store all the references you have found from different sources. You can use EndNote to insert and format in-text citations and bibliographies within Microsoft Word documents.

This guide will help you to create and manage an EndNote library, export and enter references, and use EndNote to insert citations and a bibliography.

Download a print version of a guide to using EndNote (PDF)

EndNote is available on all University cluster PCs and accessible off-campus via Virtual Desktop: Academic for students and for staff.  Please note, you need to request permission to use Academic from IT.

You can also install EndNote on your personal computer or laptop by clicking on EndNote in the IT Shop. Register your details, then IT will email you the EndNote files within 2 working days with instructions on how to install the software. EndNote is also available for Windows users to access via 'AppsAnywhere' (Mac users can also access this service through the Virtual Windows Desktop). iPad users should consult this EndNote PDF guide for support.

You can keep your EndNote libraries synchronised between home and university.

Watch our training videos

Take a look at our training videos for EndNote. The following playlist contains 18 videos that cover all the basics of using EndNote to add and manage references and insert them into your document. Or watch a recording of one of our webinars: Referencing made easy(ish): introducing EndNote. You can also View the video using Microsoft Stream (link opens in a new window, available for University members only).

Top tips for using EndNote

Here are our top tips for using EndNote:

  • Create one library to keep all your references in the same place.
  • Use the groups feature to organise your references.
  • If you want to use the LeedsUni Harvard, LeedsUni Numeric or MHRA output styles on a personal computer, download the style you want and save it to your computer.
  • Always save a back-up copy of your EndNote library by selecting File > Save a copy, , or use File > Compressed Library to save a compressed version which you can upload to cloud storage.
  • Don’t save your EndNote library to a cloud storage service such as OneDrive, Google Drive or Dropbox, unless you are saving a compressed backup file, as this can corrupt the library. Ensure the library you are working with is saved on your computer’s hard drive or on a USB drive.
  • Check for duplicate references and remove them on a regular basis. Having duplicates in your EndNote library can cause a number of problems, especially when you start to reference your work.
  • EndNote doesn’t automatically import PDFs of the full text of an article when you add references to your library, and the full text finder is not currently compatible with the Library Search. You can follow the instructions on pp.5-6 of the Library Guide to EndNote or watch this video explaining how to attach PDFs to references in your library.
  • Check that the references are appearing properly in your work by comparing them with the official referencing guidelines for your style. If a reference is not appearing correctly in Word, you may need to edit the reference details in your EndNote library or double check that you are using the right output style.

Further help

If you would like a more comprehensive guide, download the full EndNote X9 user manual (PDF). This gives detailed instructions for all aspects of using EndNote, including:

  • creating a separate bibliography (p.350)
  • editing output styles (p.353)
  • inserting figures (p.66)
  • entering special characters (p.83)
  • import filters (p.149)
  • term lists (p.203)
  • using the find full text feature (p.285).

If you would like further training, EndNote webinars, videos and guides are available from Thomson Reuters.